Identifying cheap energy for the future

Morgan Stanley

As mentioned in previous blog posts, we have focused on the less commoditised area of the solar equipment market to build our solar exposure. Following an excellent Q2 2012 earnings report, we wanted to dig a little deeper into… Read More ›

We came away from Power One’s Q4 report with new reasons to expect near-term volume growth from both Power One and its German rival, SMA Solar. The following points mentioned by management especially impressed us: – The consolidation of solar… Read More ›